Automate the chasing, not the relationship
New enquiry gets a reply in seconds. A silent deal gets a nudge on day four. A large discount waits for the owner. You build it once by picking from lists, and it runs whether or not anyone is at a desk.
This week
146
New records
Automated
82%
Handled by AI
Avg. response
2m 14s
↓ 38%
| Item | Detail | Owner | Status |
|---|---|---|---|
| Start with what happened | Skyline Retail | S. Rao | Done |
| Instant first reply | Verde Tech | A. Mehta | Due today |
| Nudge the silent ones | Orbit Labs | Unassigned | Overdue |
The problem
The work that loses deals is the boring work: replying at 9pm, chasing on the fourth day, remembering the quote expires Friday. It's the first thing to slip when the team is busy, which is exactly when it matters most.
What it does
Start with what happened
New enquiry, missed call, stage change, quote sent, seven days of silence. Real events, not abstract triggers.
Instant first reply
An enquiry at 11pm gets an acknowledgement at 11pm, in the language it arrived in. First response time stops depending on who's awake.
Nudge the silent ones
Deals that go quiet get a follow-up on a schedule you set, so nothing dies from neglect alone.
Route by territory or turn
Enquiries land with the right rep automatically. No group message asking who's taking this one.
Pause where a person belongs
Discounts past a threshold, contract terms, refunds: the workflow stops and waits for approval instead of quietly deciding.
Build it by picking, not coding
Choose a trigger, add conditions, pick actions. No consultant, no implementation partner.
Questions
Answers before you ask
- How many workflows can I run?
- Five on Starter, unlimited from Growth up.
- Can I test before it's live?
- Yes, run a workflow in draft against recent records and read the log before switching it on.
- What if it goes wrong at 2am?
- Workflows log every run. Pause any workflow instantly and see exactly what fired.
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